Robert Hof, Author at SiliconANGLE

AI

Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even more

By Robert Hof May 3, 2024

Another spate of earnings this week proved once again that artificial intelligence is driving a lot of upside among enterprise technology providers. Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue…

AI

AI drives cloud growth and cloud growth drives earnings upside — for some

By Robert Hof Apr 26, 2024

Artificial intelligence drove higher cloud spending this past quarter, and that in turn drove earnings upside for the likes of Google, Microsoft and SAP. Less so, however, for Intel, IBM, ServiceNow and Meta, which…

AI

AI model creators play an endless game of leapfrog as the rest of us worry what’s next

By Robert Hof Apr 19, 2024

The game of large language model leapfrog looks to be speeding up, if that’s even possible, as Meta Platforms, Elon Musk’s xAI, Microsoft, Stability AI and of course OpenAI all weighed in this week…

AI

At Next, Google makes a smarter case for leading the generative AI era

By Robert Hof Apr 12, 2024

With Google’s Cloud Next ’24 conference this past week in Las Vegas now in the books, it looks like the search giant is finally poised to leverage its longtime work in artificial intelligence and…

AI

Critics assail the many downsides of AI, but will they have any impact?

By Robert Hof Apr 5, 2024

Has the trough of disillusionment arrived for generative artificial intelligence? Maybe it’s a bit early given continuing outright hype and breathtaking funding — but there’s certainly rising worry and criticism of actual and potential…

AI

Big bucks keep streaming into generative AI. How long can this last?

By Robert Hof Mar 29, 2024

Big money keeps pouring into generative artificial intelligence, a sign of both the enthusiasm about its potential and the high costs of creating all those mega AI models. This week’s hauls included $2.75 billion…

AI

At GTC, Nvidia’s Jensen Huang kicks off the next era of artificial intelligence

By Robert Hof Mar 22, 2024

AI continued to dominate the news this week, no more so than at Nvidia’s annual GTC conference in San Jose, which arguably kicked off the real start of the next era of artificial intelligence.…

AI

Insights from AI innovators: Data is driving infrastructure – but the data needs to be better

By Robert Hof Mar 15, 2024

It was all AI all the time this week, as so many weeks these days seem to be. Supercloud 6: AI Innovators, SiliconANGLE’s and theCUBE’s signature event series, surfaced a lot of insights about…

AI

The OpenAI-Elon Musk battle intensifies and AI trust sinks, but investors don’t seem to care

By Robert Hof Mar 8, 2024

The escalation of the fight between OpenAI and Elon Musk over what kind of artificial intelligence company the phenom should be is creating even more uncertainty over who’s going to lead the generative AI…

AI

The AI funding race continues unabated, even as challenges grow – especially for OpenAI

By Robert Hof Mar 1, 2024

It was a bit of a turbulent week, as investors continued pouring money into artificial intelligence companies such as Glean even as it’s not yet apparent when the AI money gusher will arrive —…

Robert Hof

Enterprise tech leaders profit from the picks-and-shovels era of AI — but investors want even more

AI drives cloud growth and cloud growth drives earnings upside — for some

AI model creators play an endless game of leapfrog as the rest of us worry what’s next

At Next, Google makes a smarter case for leading the generative AI era

Critics assail the many downsides of AI, but will they have any impact?

Big bucks keep streaming into generative AI. How long can this last?

At GTC, Nvidia’s Jensen Huang kicks off the next era of artificial intelligence

Insights from AI innovators: Data is driving infrastructure – but the data needs to be better

The OpenAI-Elon Musk battle intensifies and AI trust sinks, but investors don’t seem to care

The AI funding race continues unabated, even as challenges grow – especially for OpenAI

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